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Flexible Pricing Options

No matter whether you’re a financial advisory firm, scaling Finfluencer, or an established Financial Services brand, WealthSteer enables you to

Get 25% off on yearly plan 🔥

Monthly

Monthly

Yearly

Yearly

Basic Plan

£ 100 GBP

per month

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Consumer-ready platform/features

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Co-branding

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Comms: Inbox/Actions feature

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Basic Admin Dashboard

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 Bespoke Plan

Book a call

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Consumer-ready platform/features

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Co-branding

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Comms: Inbox/Actions feature

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Basic Admin Dashboard

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Lead Magnet APIs

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Data-Driven Admin Dashboard

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Starter Plan

$ 39 USD

per month

Individuals and small businesses.

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Real-Time Inventory Tracking

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Automated Purchase Orders

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Mobile Access

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Basic Reporting and Analytics

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Email Support

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Pro Plan

$ 79 USD

per month

Individuals and small businesses.

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Real-Time Inventory Tracking

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Automated Purchase Orders

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Mobile Access

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Basic Reporting and Analytics

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Email Support

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Enterprice Plan

$ 149 USD

per month

Individuals and small businesses.

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Real-Time Inventory Tracking

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Automated Purchase Orders

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Mobile Access

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Basic Reporting and Analytics

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Email Support

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Trusted by thousands from worldwide

Package Comparison

Streamline Operations, Boost Productivity, and Drive Innovation with Our All-in-One Platform

Features Included in the plans

Basic Plan

Starting from £100/month

Book a demo

Bespoke Plan

Custom pricing plans

Book a demo

Consumer-ready platform/features

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Co-branding

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Comms: Inbox/Actions feature

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Customization Options

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Lead Magnet APIs

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Data-Driven Admin Dashboard

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Starter Plan

Starting from $29/month

Book a demo

Starter Plan

Starting from $29/month

Book a demo

Starter Plan

Starting from $29/month

Book a demo

Consumer-ready platform/features

Standard Access

Advanced

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Co-branding

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Comms: Inbox/Actions feature

Standard

Full Access

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Basic Admin Dashboard

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Lead Magnet APIs

Full Access

Advanced

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Data-Driven Admin Dashboard

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White-labelling

Standard

Advanced

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Starter Plan

Starting from $29/month

Book a demo

Pro Plan

Starting from $29/month

Book a demo

Starter Plan

Starting from $29/month

Book a demo

Consumer-ready platform/features

Standard Access

Advanced

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Co-branding

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Comms: Inbox/Actions feature

Standard

Full Access

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Basic Admin Dashboard

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Lead Magnet APIs

Basic Access

Advanced

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Data-Driven Admin Dashboard

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White-labelling

Basic

Advanced

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Enterprise Plan

Starting from $29/month

Book a demo

Starter Plan

Starting from $29/month

Book a demo

Trusted by 45,000+ Customers

Discover the Powerful Features That Make Sonata the Ultimate SaaS Solution for Scaling Your Business

"Our team collaboration has never been better. Sonata's integrated tools keep everyone on the same page where they are."

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Ronald Richards

CEO of Tech Innovators Inc.

Sonata also offers customizable reporting features that allow startups to detailed reports tailored to their specific needs

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Robert Fox

CEO of Tech Innovators Inc.

"The customizable reports from Sonata have given us deeper insights into our business performance and helped us."

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Jane Cooper

Founder of MobileMinds

"The CRM feature in Sonata has helped us track and nurture leads more effectively, resulting in a 20% increase in sales."

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COO of BrightFuture Ventures

"Sonata's mobile access feature allows me to manage our business on the go, which is crucial for our fast-paced environment."

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Albert Flores

CFO of GreenWave Tech

Sonata’s reporting tools provide actionable insights inventory levels, that drive smarter business decisions.

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Brooklyn Simmons

CEO of Tech Innovators Inc.

"With Sonata's purchase order automation, we've drastically reduced errors and streamlined our supply chain process."

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Product Manager at CreativWorks

 With integrated communication tools and project management features, teams can share information,

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Sophia Karen

Product Manager at CreativWorks

This feature ensures that startups can manage their inventory with precision, running out of critical items.

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Courtney Henry

COO of BrightFuture Ventures

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